Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.25%
9.22%
6 Months
15.19%
9.86%
1 Year
3.21%
32.16%
3 Years
19.65%
19.13%
5 Years
—
12.16%
Since Inception
25.09%
16.12%
Fund Age
3 yrs 5 mo
5 yrs 10 mo
AUM
₹4,148.34 Cr
₹170.31 Cr
Alpha – 1 Year
0.23%
27.44%
Alpha – 3 Years
7.77%
7.04%
Information Ratio – 3 Years
0.62
0.58
Volatility – 1 Year
21.54%
17.07%
Volatility – 3 Years
22.15%
17.73%
Beta – 1 Year
1.06
0.65
Beta – 3 Years
1.15
0.86
Sharpe Ratio – 1 Year
-0.01
1.42
Sharpe Ratio – 3 Years
0.68
0.79
Worst Rolling Year
19.49%
0.71%
Value at Worst Rolling Year
₹1.19 Cr
₹1.01 Cr
Deepest Drawdown
−27.91%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
21.76%
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 11% · M 1% · S 72%
Number of Stocks
26
18
Portfolio P/E
55.82
52.74
Top 5 Holdings
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%